Jonathan Charles Pillemer
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260010
- Location
- Sydney NSW 2000
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 14 October 2022
- First provided advice
- 2014
- Qualifications
- Diploma of financial Planning (DFP1), Financial Planning Association of Australia (2001); Certificate Course in Superannuation Legislation and Practice, Investment Training College (2002); Certificate Course on Risk Management and Insurance Planning, Investment Training College (2002)
- Advice areas
- superannuation, life risk insurance, life investment products, deposit and payment products
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Charles Pillemer
Jonathan Charles Pillemer is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000260010).
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 14 October 2022.
According to the register, Jonathan first provided financial advice in 2014. The qualifications listed for Jonathan include Diploma of financial Planning (DFP1) (Financial Planning Association of Australia, 2001), Certificate Course in Superannuation Legislation and Practice (Investment Training College, 2002) and Certificate Course on Risk Management and Insurance Planning (Investment Training College, 2002).
Jonathan is authorised to advise on superannuation, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Jonathan Charles Pillemer a registered financial adviser?
Yes. Jonathan Charles Pillemer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260010.
Which licensee does Jonathan Charles Pillemer work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Jonathan Charles Pillemer give advice on?
The register lists these advice areas: superannuation; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."